Category: How To

Jet Reports Made Easy – Creating an Income Statement

This video provides a quick overview on creating an income statement with Jet Professional or Jet Express. While a Jet report may look complex and difficult to create, the reality is far from that. Setting up a Jet Report is an easy and intuitive process. This video walks you through the steps of using Jet to… Continue reading Jet Reports Made Easy – Creating an Income Statement

How to Backup and Restore NAV Database from SQL Server Management Studio

Data is one of the most valuable assets of any company. To ensure you keep your data safe, database backups are essential. After the release of NAV 2013 R2, Microsoft discontinued the NAV Database backup (.fbk) feature. An additional option was added to allow for import/export of data in NAV 2013 R2, but doing a… Continue reading How to Backup and Restore NAV Database from SQL Server Management Studio

Create a Test Company in Microsoft Dynamics NAV

There are some very good reasons why you would want to have a test company setup for Dynamics NAV, including new employee training, exploring process changes, or before adding new, or updating existing, functionality. Having a test company allows you to examine the cause and effect of making changes to your master data (customers, items,… Continue reading Create a Test Company in Microsoft Dynamics NAV

Emailing Reports with Custom Email Body in Dynamics NAV 2017

This article is an extended version of the article posted last year regarding emailing document reports in Microsoft Dynamics NAV 2016. With NAV 2017, Microsoft has enhanced the feature of emailing reports with a pre-defined body. It is now a configurable emailing feature in standard Dynamics NAV. The pre-defined body is not a hard-coded message… Continue reading Emailing Reports with Custom Email Body in Dynamics NAV 2017

How to Find Which Version of Dynamics NAV You Are Using

With imminent updates coming to credit card payment processing per the PCI Security Standards Council, the ArcherPoint team would like to share how you can find out what version of Dynamics NAV you are running. This information is important for your NAV partner to know when determining what the next steps are to ensure you… Continue reading How to Find Which Version of Dynamics NAV You Are Using

NAV Coffee Break: New Feature of Dynamics NAV 2017-Report Settings

Report Settings is a new feature of Microsoft Dynamics NAV 2017. This new technology allows you to create and save canned filters on reports, any report, within Dynamics NAV. Having the ability to create and save report filters can help save time and improve efficiency in your day-to-day NAV use. While this feature works for… Continue reading NAV Coffee Break: New Feature of Dynamics NAV 2017-Report Settings

Dynamics NAV Coffee Break How to Correct and Print 1099 Tax Forms

It happens all the time, you didn’t realize a customer was a 1099 vendor, or their vendor card wasn’t set up properly from the beginning; fortunately, it is fairly simple to correct and print a 1099 tax form in Dynamics NAV. This video provides an overview on correcting and printing 1099 tax forms in Dynamics… Continue reading Dynamics NAV Coffee Break How to Correct and Print 1099 Tax Forms

How to Run Objects from Dynamics NAV Classic Client

In RTC (Role Tailored Client versions of Dynamics NAV (2013 and above), the Classic Client is still available, but, it is now called the Development Environment. It can be opened by running finsql.exe typically located here: C:Program Files (x86)Microsoft Dynamics NAV90RoleTailored Clientfinsql.exe Once opened, it will look similar to the old Classic Client; however, you do… Continue reading How to Run Objects from Dynamics NAV Classic Client

NAV Coffee Break-Setting Up and Purchasing with Credit Cards in Dynamics NAV 2017

It is convenient to be able to purchase goods using a credit card in Dynamics NAV 2017. And while it is not difficult to do, here are a few necessary steps to the setup process that are critical before you can start making purchases. In this latest installment of our NAV Coffee Break video series,… Continue reading NAV Coffee Break-Setting Up and Purchasing with Credit Cards in Dynamics NAV 2017